Retail Portfolio Management Officer

Job Purpose

The Job role focuses on engaging with existing clients to offer upgraded premiums and new AXA products, managing the sales pipeline, and maintaining up-to-date portfolio records.

Key Responsibilities & Accountabilities

• Approaching clients from existing portfolio and offer them upgraded premiums with higher insurance benefits or offer clients any of AXA’s products eligible for selling online.
• Follow up with offered pipeline.
• Daily Report Activities including reachable, successful calls, sent, or received offers, issued policies or any other activity through KPI template and is sent to direct manager.
• Update Portfolio weekly.
• Utilize channels of communication, emails, Avaya, business line, FAs in branches
• Verify received documents.
• Follow up on issuance process [Policy maintenance, underwriting, etc.]
• Communicate with clients revised offers if any.
• Documenting revised & initial offer with any client through email for his/her reference
• Documenting official information & benefits through AXA’s official landline

Job Specifications

Education / Certification

• Fresh grads
• Experience in call center/customer service field preferred.

Job Qualifications

• Excellent with Microsoft Office (Excel, Word, PowerPoint)

Soft Skills & Behavioral Competencies:

• Good communication skills with internal & external stakeholders
• Negotiation skills
• Time Management including Planning skills.
• Organization skills
• High ethics
• Eager to learn.
• Self-driven